Strategy Based Margin Calculator

Get your hands on different strategies, understand how they work and calculate the margin while you are here. You can either upload a full portfolio or enter a custom one manualy, while learning about options. The file you upload needs to follow OCC standards and be in a CSV format.

This calculator is provided solely for general educational and informational purposes. Information provided by the calculator should not be considered complete, precise, or current, nor should it be construed as investment or legal advice or relied upon for legal or regulatory purposes. You are responsible for knowledge of and compliance with all applicable margin and other financial rules. The use of this calculator is subject to TERMS and CONDITIONS that can be found in https://www.cboe.com/terms.

Upload your portfolio to get started. The file needs to be a CSV, entered following the OCC format. (Download sample file here)

Choose a file or drag and drop
In this tool, the transaction date is fixed to the previous trading day.

A user's continuing access or use of a World Wide Website ("Website") of Cboe Global Markets, Inc. and its affiliates and subsidiaries (collectively, "Cboe"), or by clicking to accept or agree to these Terms and Conditions for Use of Cboe Websites ("Terms") when this option is presented to you, signifies the USER'S ACCEPTANCE OF THESE TERMS. From time to time, Cboe reserves all rights to modify the Terms of the Website or to change or discontinue any aspect or feature of the Website with or without notice to you. Accordingly, a user should continue to review the Terms whenever accessing or using the Website. A user's access or use of the Website after the posting of modifications to these Terms will constitute such user's acceptance of the Terms, as modified. If a user refuses to accept the Terms, such user may not use the Website. Any terms and conditions proposed by a user which are in addition to or which conflict with these Terms are expressly rejected by Cboe and shall be of no force or effect. No employee, contractor, agent or representative of Cboe is authorized to alter or amend these Terms except by means of a written document executed by an authorized officer of Cboe.

* Required field